DPREX Mutual Fund

DPREX Mutual Fund

NAV$14.16
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Returns Overview

1 Month
-5.45%
3 Months
-2.25%
6 Months
-2.16%
YTD
+4.31%
1 Year
+7.66%
3 Years (annualized)
+10.69%
5 Years (annualized)
+6.26%
10 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DPREX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Inflation-Linked Total Return Index Value Hedged USD
This Mutual Fund (YTD)
+4.31%
Peer Avg (YTD)
+7.83%
vs Peers
-3.52%

DPREX Mutual Fund Performance

DPREX performance across multiple time periods: 1-month -5.45%, YTD 4.31%, 1-year 7.66%, 3-year 10.69%, 5-year 6.26%, 10-year 6.22%.

DPREX returns trail the peer average of 7.83% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

DPREX vs another fund shows side-by-side returns. DPREX alternatives are available in the Mutual Fund Screener.